LCGC
Legacy Capital Group California Portfolio holdings
AUM
$393M
1-Year Est. Return
33.91%
1 Year Est. Return
+33.91%
AUM
$361M
AUM Growth
+$73.9M
(+26%)
Holding
360
Top Buys
| 1 | +$5M | |
| 2 | +$3.12M | |
| 3 | +$2.88M | |
| 4 |
Constellation Energy
CEG
|
+$2.62M |
| 5 |
NVIDIA
NVDA
|
+$2.53M |
Top Sells
| 1 | +$2.81M | |
| 2 | +$2.07M | |
| 3 | +$1.77M | |
| 4 |
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
|
+$1.52M |
| 5 |
RTX Corp
RTX
|
+$1.06M |
Sector Composition
| 1 | Technology | 28.99% |
| 2 | Financials | 12.35% |
| 3 | Industrials | 6.47% |
| 4 | Healthcare | 5.23% |
| 5 | Communication Services | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Howmet Aerospace
HWM
$81.8B
| $1.45M | 0.4% |
7,793
-299
|
|
||
52
Uber
UBER
$190B
| $1.44M | 0.4% |
+15,396
|
|
||
53
Monster Beverage
MNST
$71B
| $1.38M | 0.38% |
+22,006
|
|
||
54
Chewy
CHWY
$14.3B
| $1.37M | 0.38% |
+32,231
|
|
||
55
Corning
GLW
$70.1B
| $1.37M | 0.38% |
25,987
-776
|
|
||
56
Upstart Holdings
UPST
$3.65B
| $1.35M | 0.37% |
+20,803
|
|
||
57
TSMC
TSM
$1.47T
| $1.34M | 0.37% |
5,914
+108
|
|
||
58
Unilever
UL
$146B
| $1.33M | 0.37% |
21,723
+397
|
|
||
59
Palomar
PLMR
$3.44B
| $1.33M | 0.37% |
+8,590
|
|
||
60
Grand Canyon Education
LOPE
$4.62B
| $1.32M | 0.37% |
+7,010
|
|
||
61
Newmont
NEM
$96.4B
| $1.32M | 0.37% |
22,699
-9,151
|
|
||
62
Motorola Solutions
MSI
$63.3B
| $1.32M | 0.37% |
3,140
-46
|
|
||
63
Dutch Bros
BROS
$6.71B
| $1.31M | 0.36% |
+19,183
|
|
||
64
UBS Group
UBS
$121B
| $1.31M | 0.36% |
38,708
+831
|
|
||
65
iShare MSCI Eurozone ETF
EZU
$7.99B
| $1.31M | 0.36% |
22,000
+4,841
|
|
||
66
Root
ROOT
$1.24B
| $1.31M | 0.36% |
+10,220
|
|
||
67
Bristol-Myers Squibb
BMY
$96B
| $1.29M | 0.36% |
27,795
+13,699
|
|
||
68
Seagate
STX
$57.5B
| $1.27M | 0.35% |
8,773
-245
|
|
||
69
Lam Research
LRCX
$189B
| $1.26M | 0.35% |
12,913
-9,091
|
|
||
70
Tapestry
TPR
$20.7B
| $1.25M | 0.35% |
14,261
-261
|
|
||
71
Medtronic
MDT
$124B
| $1.21M | 0.33% |
13,838
+26
|
|
||
72
T. Rowe Price Small-Mid Cap ETF
TMSL
$916M
| $1.21M | 0.33% |
36,774
+732
|
|
||
73
Duolingo
DUOL
$8.22B
| $1.2M | 0.33% |
+2,930
|
|
||
74
Jabil
JBL
$21.4B
| $1.19M | 0.33% |
5,469
-193
|
|
||
75
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.53B
| $1.18M | 0.33% |
45,872
+1,169
|
|